Upcoming Public and Professional Seminars and Events
Living Trusts Seminar How to Plan Your Estate to Help Ensure Your Assets Pass to Your Family – Intact!
Taught by: John R. Phillips and Justin W. Blow
Please call the reservation line 303-755-5800 to reserve your spot.
Seminars Coming Soon In February
Happy Valentine’s Day
Living Trust Seminars- Centennial (Koelbel Library- Room A) 10 am to 12 pm
Living Trust Seminar- Centennial (Southglenn Library Room A&B) 2 pm to 4 pm
Living Trust Seminar- Lakewood (Courtyard by Marriott) 12 pm to 2 pm
Living Trust Seminar- Littleton (Roxborough Library) 1 pm to 3 pm
Living Trust Seminar-Denver (Virginia Village Library) 1 pm to 3 pm
Living Trust Seminar- Littleton (Columbine Library) 6 pm to 8 pm
Living Trusts Seminar
How to Plan Your Estate to Help Ensure Your Assets Pass to Your Family -Intact!
Taught by: John R. Phillips & Justin W. Blow
Synopsis: A comprehensive overview of Revocable Living Trusts and how they can be used to help pass your assets to your family quickly and efficiently. Designed for members of the public without background in estate planning. This seminar has valuable information in order for you to decide on what Estate Planning tools will work best for you.
Please keep visiting our website to check for more upcoming seminar dates and locations.
Please contact us to make arrangements for private seminars for your group or organization. John can speak on a variety of topics and will customize to fit your needs.
Estate Planning for Professionals
Taught by: John R. Phillips
Synopsis: Intense, concentrated, accelerated professional designation course. 30+ classroom hours in one weekend to prepare students for the Certified Financial Planner TM designation. This qualifies John for the academic requirements for estate planning certifications.
Prerequisite: Valid enrollment in one of these three professional designation programs or by special permission of the course provider.